Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Georgetown Prep may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Georgetown Prep as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

John Coyle
Executive Director
The Haas Society
301.214.8634
Cell: 240.319.5824
jcoyle@gprep.org

 

Georgetown Preparatory School
10900 Rockville Pike
North Bethesda, MD 20852

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